Overview
ABA Advisors represents this virtual accounting and bookkeeping practice / book of business that services a wide variety of clients nationwide. There is no tax work, staff are largely remote and are expected to transition with the new owner. The current ownership has built this book of business alongside a larger base of tax resolution clients and is launching a related SaaS product and wishes to focus exclusively on that portion of their business. Ownership is willing to transition clients and staff to assist with client retention post close, as well as refer new tax resolution clients who need catch up work & ongoing accounting services, to the buyer.

The Practice
This book of business / client base consists primarily of small to mid-sized businesses across various industries. Clients typically require ongoing monthly bookkeeping, payroll processing and accounting support. They also service clients on a project basis for prior year bookkeeping clean-up, catch-up work, and historical accounting reviews. They do not have a specific niche or industry concentration. The clients operate across a wide range of industries, and we provide bookkeeping, payroll and accounting services based on each client’s needs. They serve businesses nationwide, without geographic restrictions. The firm operates on a fully remote model, providing services to clients nationwide. The practice is 100% virtual with clients submitting information to the firm via mail, email or a portal. The firm uses engagement letters. The firm is paperless.

Business ID# US-2138